Blog

March 24th, 2015

164 BizV_AYou’ve been using your break/fix contractor for years. For the most part, he’s been reliable and helped your business run a smooth IT operation. But you’ve been hearing more and more about Managed Services, and it’s peaked your interest. If you’re thinking about making the jump from break/fix to Managed Services, here are a few compelling ideas to consider.

The ultimate break/fix nightmare

Your business is running smoothly. Profits and staff productivity have been up, and you haven’t had a single IT expense in months. Times are good. You kick back in your leather chair and break out that Cuban cigar you’ve been saving for just such an occasion.

But then the BIG ONE hits. Your servers crash. No, not just one - all of them! Your business comes to a grinding halt. None of your staff can work. You call your go-to break/fix IT provider, but he’s overloaded with work and can’t make it out to your offices till next week. Next week?! In a panic, you call the first IT contractor you find on Google. Thankfully he’s available. But since you need this work done immediately, he charges an unbelievable fee for a last minute fix. You have no other choice, you hire the contractor. You’re left hoping he fixes everything properly and none of your crucial data is lost in the process.

This is the precarious nature of break/fix IT services. And while this is a worst case scenario, situations like this can and have happened. So let’s look at the reasons why it pays to to hire a Managed Services Provider (MSP) instead.

MSPs prevent problems. Break/fix profit from them.

Think about the relationship dynamics of Managed Services compared to break/fix. If you’re a business owner who currently use a break/fix contractor, when your IT goes down your contractor gains profit. Your problem equals his reward.

How motivated do you think he is to do an effective job of fixing your issue? If that problem pops up again later, it equals more reward for him. Now that’s not to say all break/fix contractors aren’t fixing your IT to the best of their abilities. But think about the basic mindframe of a break/fix contractor: problem=profit.

The MSP system works differently. You pay a set fee every month to your IT provider. So the reward for the MSP comes every month. If something goes wrong during that month, you don’t pay anymore. Yet it costs the MSP more money, and therefore affects their profit margin. Because of this, the MSP is rewarded for taking preventative measures to ensure your IT is working as effectively as possible, always.

That’s not to say problems won’t happen with an MSP. But when they do, they’ll end up costing the MSP provider, and they certainly don’t want that. So for an MSP, the basic mindframe is: healthy IT=profit.

MSPs extinguish budget surprises

Everyone likes surprises, except when it comes to losing money. And when you have a break/fix IT service provider, big surprises can and do happen - and not the good ones, either.

An MSP is working to prevent problems from happening in the first place. You pay a monthly flat fee, so you always know what you’re paying. You can plan and predict your budget accordingly.

With break/fix, it’s true that some months you won’t have any IT expenses from your contractor, which is great. But other months, you could have bills that are astronomical. So you never know just what you’ll be paying for your IT budget in any given month. And if you don’t have that money set aside, then what?

MSPs might just make you happier

Yes, as silly and simple as it sounds, with an MSP you’ll probably be happier. The main reason is you won’t have to deal with the frustration of unexpected IT problems eating away at your budget and the downtime that comes with it. Your IT will run more smoothly (which will create a foundation for your business to do the same) and your budget will be predictable.

Even better, you’re more likely to have a fruitful relationship with your MSP provider since you both have the same goal: effective smooth running IT for your business. What business owner doesn’t like the sound of that?

Want to learn more about Managed Services? Contact us today to learn more about this effective alternative.

Published with permission from TechAdvisory.org. Source.

March 11th, 2015

BusinessValue_11Mar_ABusiness owners increasingly realize the importance of adopting IT systems that are efficient, flexible, and cost-effective. But as customers’ expectations rise, their IT becomes far too complex and demanding for businesses to manage alone. This is why many businesses opt to contract a Managed Services Provider (MSP) to look after their IT needs. This is an ideal way to stay updated with the latest tech, get expert advice and reduce your own stress, while also freeing up time. So if your business is struggling with IT issues, then perhaps this is a sign that you need to hire an MSP.

MSPs defined

Managed Services Providers boast a range of capabilities. They create IT options and provide solutions to facilitate businesses in their everyday activities. Simply put, a Managed Services Provider is your IT department, and they are experts at what they do. MSPs perform IT-related tasks to your exacting requirements, whether it’s installing software, virtualizing data, or other complex duties. Best of all, because they are taking care of your IT systems, you have more free time to focus on your business.

Selecting the best MSP

You can only achieve optimum IT results by selecting the right Managed Services Provider - preferably one that can demonstrate competency and consistency. Here are some criteria to keep in mind when choosing an MSP.
  • Depth of skills and experience - Any Managed Services Provider should, at the very least, have skills that go beyond basic software installation, maintenance and upgrades. Your business will likely need some advanced IT functions, such as database management, virtualization, cloud technology, security, and cross-platform integration. An MSP should have strong expertise in these models in order to meet the expectations and needs of your company.
  • Consistent global service - In addition to the services provided, MSPs should have global service capabilities. These include the ability to manage IT systems in multiple countries, local language support for foreign subsidiaries, and IT implementation in new locations. Businesses can expand globally with an MSP’s global service offering.
  • Broad range of services - The IT needs of businesses are continually changing, and MSPs tend to provide a suite of managed services to respond to these changes. This could mean anything from updates to software, security patches, antivirus and firewall protection, or even new compliance measures. Make sure that such services can be delivered without additional costs.
  • Financial stability and reputation - A Managed Services Provider’s length of time in the market doesn’t guarantee their longevity. Do your research into a potential MSP’s annual reports and financial statements. Also ask the MSP to provide evidence of their reputation by way of customer references and testimonials.
Choosing the right Managed Services Provider is a very important step that will impact on your business’s performance and success. If you want to learn how MSPs can support your business, contact us today.
Published with permission from TechAdvisory.org. Source.

March 3rd, 2015

Productivity_Mar3_AHow much time in your organization is spent reading, sending and replying to emails? Chances are, the answer is “too much”. It’s a modern day epidemic - we all spend far too much time in our inboxes, and we rely on email too much to keep us in check and on task. But even before you get to the body of the email itself, by focusing on writing concise and consistently structured email subject lines, you can make life easier and more productive for both you and your recipient. Foster a culture of email subject discipline in your company and you’ll see the results in improved productivity and efficiency - here are three tips to get you started.

Specific subjects spell success

If someone sends you an email that’s headed simply with the word “report”, how are you meant to know what they want from you? Do they need you to write a new report, proofread one they’ve already written, or print a report for them? You inevitably start reading the email without the first idea of what it is you’re being asked to do.

In an ideal situation, when you receive a new email you want to know in an instant - just from the subject line - what the message is about. And that is something you should make possible for recipients of your own emails too. So structure your subject line using keywords - for instance, change that “Report” to “Sales Report for February 2015”. Better still, give your colleague all they need to know at a glance - “Draft Sales Report for February 2015 by Monday, 1pm” - so that the body of the message is preserved for you to get down to details as succinctly as possible.

Use prefixes and suffixes

Another simple way to help your recipient understand at a glance what you need from them - and to make it easier for them to categorize their incoming emails, too - is to specify right in the subject line what type of message it is that you are sending them. Emails come in all shapes and sizes, and by placing a prefix before or a suffix after your main subject line, you’ll get quicker results.

For instance, if your email needs a definitive response from the recipient, start it with “ACTION:” followed by the subject. An example would be “ACTION: Draft Sales Report for February 2015 by Monday, 1pm”. If, on the other hand, you are simply dropping your colleagues a quick notification that the printer is out of order, you can use one or both of “FYI” (for your information) and “NRN” (no reply needed). For example: “FYI: Printer out of order until further notice” or “NRN: Printer out of order until further notice.”

You can take this one stop further. If you can get your entire message across in the subject line alone, then that’s exactly what you should aim to do. That way, your colleague can read the subject line, add the task to their to-do list and delete it straight out of their inbox. To quickly signal that there’s nothing in the email body, you can suffix your subject line with “EOM” (end of message) - for example, “FYI: Printer out of order until further notice. EOM”.

Keep it consistent

These tricks will only help you beat a never-ending inbox if they’re adopted and applied consistently across your organization. Make them a part of your company’s basic IT training, and encourage your staff to use them in their own work and to pull up others who fall back into bad habits. They may be skeptical at first, but they’ll soon jump on the bandwagon once they start to realize how much less time they spend managing their email account!

Think too about introducing standardized formats for subjects of emails you and your teams send on a recurring basis. For example, if you regularly send reports around for review, prefix your subject line with “Report for Review:”, followed by the topic of the report. Or if your employees send you a weekly update on their workstreams, have them title it “Weekly Update:” followed by the date. That way, you can set up filters in your inbox and have those emails smartly stored in one place, ready for you to look through when the time is right, rather than clogging up your inbox and making it look like you have more urgent tasks to complete than you actually do.

Want to learn how to use email systems efficiently to boost your firm’s productivity? Chat to us today about the innovative email solutions we can provide.

Published with permission from TechAdvisory.org. Source.

Topic Productivity
February 25th, 2015

YCloud 1_164ou’ve been thinking about signing up for Cloud services. But you’re skeptical, and lingering questions are still bouncing around your mind. Will the Cloud really help my business? Will it increase profits? What is its true value and purpose? If you still have any doubts about this so-called futuristic technology, read on. We’ll clear up what the Cloud is really all about and how it actually benefits your business.

You might say that many businesses sign up for the Cloud because it is touted as a revolutionary technology. And if you’re one of those that has already hopped on the bandwagon, you may actually be among the soon-to-be disappointed.

The reasoning behind this is simple. Businesses who get the most out of the Cloud know which specific problems it will solve for their organization before they even sign up. They know which workflows and tasks can benefit from, and have their efficiency boosted by, Cloud technologies. And they’ve identified how the Cloud can rewire their work processes.

The true purpose of the Cloud

Did you catch the word “efficiency” in the block of text above? If you did, then you’ve identified the true value the Cloud brings to a business. Don’t believe the hype that the Cloud will somehow magically boost your bottom line. Although it has that potential, the Cloud is all about efficiency. It can save you time searching for important documents, updating software, and replacing documents stored on a lost laptop. And it enhances efficiency and collaboration among your staff. What's more, when your business is in the Cloud, your business is everywhere. And that means increased efficiency.

Where businesses go wrong with the Cloud

Besides jumping on the Cloud bandwagon without considering where it can benefit your business, a major reason the Cloud fails for SMBs is because they’ve chosen the wrong vendor. The truth is, some vendors are going to try and oversell you on Cloud services you don’t need. Instead of getting a whole suite of Cloud services such as software plugins, a new Cloud infrastructure and development platforms, maybe your business would benefit much more by just keeping it simple with Google Apps. Sometimes pork and potatoes are going to beat a steak. It really just depends on your objectives.

Secondly, if you’re a small business, make sure the IT provider you’re talking to caters to small businesses. If their target customers are large enterprises, you’re likely going to be overpaying for a service that doesn’t align with your business model.

Does the Cloud really add value to my business?

Have no doubt that the Cloud can improve efficiency if you know where to implement it. A study of 757 SMBs by Exact and the Centre for Enterprise and Economic Development Research found that one in five SMBs surveyed had implemented Cloud technologies, and 78% of those were operating at levels above industry standards.

In conclusion, is adapting the Cloud going to instantly start making you money? Likely not. But it will impact your business in other valuable ways for the long run. You’ll have increased flexibility, scalability, improved processes and streamlined workflow. Is all this good for business? Well, what do you think?

To figure out how the Cloud can effectively fit into your business model, contact us today.

Published with permission from TechAdvisory.org. Source.

February 17th, 2015

Productivity_Feb12_AAs a business owner, you've probably looked into ways of maximizing efficiency in your office. And when it comes to increasing productivity, tablets are highly customizable tools that can be tailored to suit the needs of your business. The problem is that many people still regard tablets as content consumption devices, not content creation devices. Some might go so far as to say that tablets are useless for “real work”, but with this attitude they're missing out on a revolutionary tool.

You already know that tablets are flexible in use, portable, and make great devices for entertainment. But you can make your tablet contribute much more to your business practices too; it’s just a matter of selecting the right applications and accessories to get the job done. Here are some strategies to turn your tablet into a powerful productivity tool.

Out with the games

Yes, we use tablets to play games; from typical Angry Birds to the RAM-consuming Assassin’s Creed. But for the sake of your business you need to get rid of all such distractions. Burying the games in folders won’t help when you know they’re there. So if you don’t want to waste your time and are keen to be be more productive, delete the games!

In with the work-friendly apps

The pre-installed apps such as calendar, calculator, email, clock/timer are all useful tools you'll want to have at hand. These are great for quick information checking. But your tablet has the potential to do more than telling you the time or helping with numbers. Just head over to the app store, browse through over a million available apps and take your pick. Here are a few popular ones to get you started:
  • Dropbox - This app lets you store, synchronize, and share files online. You can gain access to your files or share them with your colleagues anywhere, anytime. And what’s more, it’s safe! With Dropbox installed, your tablet becomes a powerful device that enables you to bring up anything you might need for references while working. Alternatives include Google Drive and OneDrive.
  • Skype - Most businesses are starting to take advantage of the features Skype offers. Need to discuss something with your teammates? You can get in touch with them by using the instant messaging or group call features. Skype also allows you to share files with your colleagues with a simple drag-and-drop function.
  • iWork - If you're an iPad aficionado you'll find that iWork boosts your productivity, with three combined apps - Keynote, Numbers and Pages - that can act as your entire office suite whether you're in the office, at home or on the road.

Organize your home screen

You can focus more on work with a well-organized page dedicated solely to productive apps. Make sure all of your work-related apps are on the home screen. The key is to keep the home screen simple and clean. While you can organize it in any way you wish, it’s best to try out a few different schemes before settling on the one you’re most comfortable with.

Get a Bluetooth keyboard

One of the major disadvantages of a tablet is the lack of a physical keyboard. When you need to handle several documents or do a lot of writing, using the tablet’s on-screen keyboard probably isn’t a good idea. Luckily this drawback can be overcome with a portable Bluetooth keyboard. This way you can easily respond to emails or edit documents. So invest in a Bluetooth keyboard to improve your overall tablet experience and productivity. You'll probably find it soon replaces your laptop.

The tablet trend is in town, and many businesses are already benefiting from these devices. But are you ready to take the plunge? Get in touch with us to see how tablets can help your business.

Published with permission from TechAdvisory.org. Source.

Topic Productivity
February 6th, 2015

BusinessValue_Feb6_AIn today’s society of instant gratification, people have short attention spans. They want to have everything accessible at their fingertips via smartphones and tablets. For businesses with an online presence, this is either a new opportunity - or a missed one. Establishing mobile strategies to target smartphone addicts can give you an edge over competitors who are not going mobile. Here are some mobile marketing tips that could help your business to fly high.

Use QR codes

As far as mobile marketing tools go, QR coding is among one of the most powerful. With QR codes you can set up announcements about special events, coupons, newsletters, updates on your latest products, etc. Your potential customers can simply scan the QR code with their mobile devices and see what you have to offer.

The real benefit of QR codes is they can be put virtually anywhere to lead people anywhere online. Imagine putting a QR code on a T-shirt and having it lead to an online coupon for special deals. While the possibilities for placing QR codes are endless, it’s probably not very useful to put them somewhere that doesn’t make sense, like on a street billboard; people can’t scan your QR code while they’re driving.

Buy Facebook mobile ads

Facebook currently has over 700 million active mobile users. Even if that number’s not increasing at the moment, it’s still huge. Many businesses that are competing online have a Facebook page and advertising plans already. But with the majority of mobile visitors on Facebook, all your content and ads should be easy to read and engage with.

Facebook mobile ads display better than normal ads on the right column on Facebook’s news feed. If you don’t make use of this feature, you might be missing out on a large audience.

Make your website responsive

Back in the old days all websites were static, meaning that content was fixed unless you edited the HTML files. Later came the dynamic website, where content was changeable once you refreshed a web page. Now we have responsive websites, which conveniently adjust themselves to different browser sizes or a mobile device’s screen size.

Responsive websites are the future of the web. Imagine how high the bounce rate is likely to be if a potential buyer visits your website on a mobile device, scrolls around to read your content with difficulty, gives it up as a bad job and finds your competitor’s website that is mobile-friendly. That’s why your business website is better off on a responsive design.

Mobilize your E-mail

There are many up and coming marketing tools, but email is still one of the best ways to get great results for businesses. As with Facebook, most people check their emails on a smartphone or tablet. Make sure your message reads well on mobile devices, or your customers might ignore and delete it or, even worse, unsubscribe from future emails.

There are plenty of mobile marketing tools out there. Before implementing them get in touch with us to find the best solution that works for your business.

Published with permission from TechAdvisory.org. Source.

January 30th, 2015

Productivity_Jan29_ASmall to medium size businesses and startups have always had to squeeze the most they can out of a small team. But with every business trying to gain a foothold in the market and costs on the rise, productivity is more important than ever. Doing more with less is not an option anymore, it’s a necessity. It’s no wonder businesses are looking towards the latest technology to help carry the load. Below are four ways technology can help you make better use of your most valuable resource of all: your employees.

Work together from anywhere

With the onset of Cloud technology, it’s now possible for your employees to work easily from anywhere - be it Bangkok, Belize or Boston. With Cloud-based suite products, employees can log on from remote locations and access company files. All they need is a web-enabled device.

Cloud-based technology also makes it easier than ever for your staff to collaborate. While one employee is in a coffee shop in Vancouver and another is at a desktop in your office, they can both be editing the same document at the same time. This makes it easy for your staff to remain on the same page, both literally and metaphorically, which in turn boosts both productivity and profits.

While many SMBs use public Cloud applications like Google Drive, Dropbox and Evernote, private pro-level options are available, which come with more security and more features.

Keep all your data in the Cloud

The fact is that searching through spreadsheets for information stored in bloated data sets can be a huge waste of time. By having all your data in the Cloud, all your information will be in one place. So when you’re looking for that critical client receipt for your taxes, you’ll know where it is immediately.

Thanks to its remote access and collaboration possibilities, the Cloud also gives you and your staff easy access to all of your data wherever in the world you are.

Identify bottlenecks and upgrade your technology

Facing the facts about your current technology is key to increasing productivity. Yes we know you love your tablet from way back in 2008. You even named her Susie, after your niece, because they’re both so darn creative. But let’s face it, Susie is old now and is slowing down your business. She’s served you well, but it’s time to upgrade.

And desktops aren’t the only technology that can slow you down. There are also unreliable internet connections, obsolete software and outdated email providers. The list goes on…

The solution is to take a careful inventory of your current IT technology and see what’s keeping your business from reaching its true productivity potential. After you have your list, update your technology accordingly. Then create a plan to regularly upgrade your IT resources, so your employees are never being slowed down.

Outsource your IT

As the old saying goes, ‘out of sight, out of mind’. Whether you have a part-time contractor or a fully-staffed IT department, the mere presence of tech staff onsite in your workplace can be a distraction. When you’re focusing on sales or setting up meetings with potential clients, a knock at your door from your IT colleague - because he or she has just discovered a glitch in your system - can take you out of the flow of the task at hand.

On the other hand, outsourced IT departments are proactive in preventing technical issues from popping up in the first place. They’ll fix problems without you even knowing they existed, and without distracting you from your core work. All of which means a great boost to your day-to-day productivity - and therefore profitability.

Want to know more ways IT can enhance your company’s productivity? Contact us today to learn how.

Published with permission from TechAdvisory.org. Source.

Topic Productivity
December 12th, 2014

productivity_Dec12_AEmail has become the main form of communication for many businesses. When first launched, many people treated email as simply an electronic version of company memos and letters and therefore created and styled them as such. Over time, email has become much more informal, and while this is great it can lead to problems in overall clarity of communication. However, there is one effective way you can ensure all of your messages are clear and understandable, by adopting PAR.

Better email structure for small businesses

In order for your emails to be clearer and to get the overall message across easily, you might want to implement a PAR structure. This three part framework has been used by many business owners and managers to improve overall communications, and consists of:

Problem

At the very top of the email, below the salutation, provide a brief yet clear overview of the problem which is the subject of the email or the reason you are making contact. When writing this overview don't assume anything, including shared knowledge or agreements, unless you have discussed these with all recipients beforehand. The key here is that you are looking to be able to summarize the main issue.

If you need more than two paragraphs, then you should probably create a longer form report that is attached in the email. The reason for this is because the vast majority of people will simply scan an email, and if it's too long, they will usually skip it, or possibly miss key points. If it is easy to scan and read, then there is a greater chance all parties will be on the same page.

Beyond this, if you are struggling to come up with a short explanation or can't clearly summarize the problem in writing, then email may not be the best medium to be using. Opt instead for a meeting or phone call to discuss the issue more fully.

Action

After stating what the problem is, clearly mark any proposed actions or recommendations using a relevant heading, then specifically lay them out in an easy to read format. You want to be as specific as possible here, ensuring that all parties understand what you want to happen and the actions they will need to take as a result.

For example, if you use vague language, such as: "I need this by the end of the month", people may only carry out what you are asking for on the very last day of the month. Instead, you might be better to give a specific delivery date, and possibly a set time, so that any deadlines are clearly defined. Bulleted and numbered lists can really help here, as long as they are clear and understandable and don't muddle the issue.

Results

Finally, identify the expected results based on the actions you want the recipients to take. This helps ensure that every recipient knows what they should be striving for, as well as serving as an indicator of whether the problem has been specifically solved or not.

If the results aren't met, you have a good opportunity to look back at the process and see if there is any room for improvement, or try to pinpoint exactly why something went wrong or didn't happen as you planned. This in turn, if leveraged correctly, can help improve overall productivity.

Looking to learn more about increasing productivity in your office? Contact us today to see how our systems can benefit your business.

Published with permission from TechAdvisory.org. Source.

Topic Productivity
December 11th, 2014

BusinessValue_Dec11_AThe holiday season can be stressful and expensive for everyone, employees and business owners alike. While it is great to start a new year, it can be tough to justify or find the funds for new expenses, even if there is a real need. Instead, you may want to look for cost saving tools that can help improve business operations for less. To help, here are five free or affordable tools that can make your business life easier.

  1. Canva If you are a business owner, chances are that you aren't the world's best graphic designer, unless you run a graphics company of course! In order to design graphics, icons, flyers, and even posters you need specific graphics software. This can be expensive and the software is not going to be easy to use for design novices. You may even need an in-house graphic designer. This is where Canva comes in.

Canva is an online app that allows users to quickly and easily create professional looking graphics using drag and drop functionality and a wealth of free, or affordable, stock images. In other words, you can create designs in a short amount of time.

The service itself is free, but some images do need to be purchased.

  1. FreshBooks Most business owners are not certified accountants either, and even if you understand the basics of accounting and tracking of finances, the money side of your business is often a full time or at least a specialized job. If not handled correctly, this could spell disaster for your business. One solution is cloud-based FreshBooks.

FreshBooks is accounting software that allows you to invoice clients, track payments, accept payments, track expenses, and access financial reports at the click of a button. Beyond this, you can connect FreshBooks with your payroll services to ensure that your employees are paid on time.

The platform offers a free plan that allows you to track and manage one client, while paid subscriptions start at USD 19.95 a month.

  1. Hootsuite Many businesses have a presence on more than one social media network. While this is a great way to reach out to the highest number of customers, it can be a chore to manage and maintain a presence on all of these networks all of the time. Hootsuite is specifically aimed at this task.

Hootsuite is a tool that allows you to manage your social media accounts from one platform. Using Hootsuite you can schedule posts, set up streams, establish keyword tracking, and track engagement. It really is a one-stop-shop for all of your social media platforms.

Hootsuite offers a free subscription which allows you to manage three social media profiles, while a business subscription starts at USD 8.99 and allows you to track up to 50 profiles and gives you access to more advanced analytics and features.

  1. Podio Managing projects and ensuring that all employees are aware of what they should be doing, and what others are doing, can be one of the toughest tasks for any business owner. Sure, spreadsheets and communication work to a point, but there is always room for error and of course improvement, which is what Podio provides.

Podio is a project management app that allows you to easily manage projects, tasks, deadlines, and even files. Using an intuitive dashboard that all users have access to, employees and managers can easily see who is doing what, as well as what needs to be done and what has already been done.

Podio is free with limited features for five users and costs USD 9 per user, per month for the full subscription plan.

  1. CoSchedule If you have a blog, either on WordPress or hosted by WordPress, sharing the articles you post on your social media profiles is a great way to increase content reach and interaction. However, it can be time consuming to actually create posts on each different platform, unless you use CoSchedule.

With CoSchedule you can write your social media posts for a blog article and schedule them to be posted once the article goes live. Think of it as automating the sharing of your blog articles. This will save you time, while making it easier to manage your content, largely because the calendar included in CoSchedule is easy to work with and gives you a good view of your content.

CoSchedule is USD 10 per month, per blog.

If you are looking for more affordable ways to improve your business operations, contact us today to see what boost we can offer you at a price you can afford in 2015.

Published with permission from TechAdvisory.org. Source.

November 12th, 2014

Productivity_Nov10_AAs a business owner or manager there is a good chance that a fair number of the emails you send out to your employees are with the purpose that they then send a message to a third party on your behalf. When drafting this message however, there may be some back and forth before it is actually sent out. This can drain productivity, but can easily be avoided by including a pre-draft in the original email.

What exactly is a pre-draft?

The idea behind pre-drafting an email message is that it helps to reduce the amount of back and forth between two parties when one of the parties is contacting a third party. If you have ever had an employee draft a message that came from you then you are likely well aware of the number of emails that can go back and forth before the email actually goes out.

Essentially a pre-draft is a message included in the original message that is to be sent along to a third party. When you include a draft message, the person who will be sending the message can then just cut and paste the content, personalize it, maybe tweak a sentence here or there, and then send it along.

How do I create one?

If you are currently working on an email message that will be sent by another employee on your behalf, try to come up with the outline and basic message yourself. It's best to clearly mark this message in the original email by using a flag like: "Message to send", and changing the actual message to another font or color.

Because most of these messages will be personalized, include placeholder text where your staff member can personalize the message. For example, To . This not only makes it easier to spot areas that need to be personalized, it also means messages can be sent out quickly and easily.

When is this useful?

To be honest, pre-drafting won't work for every type of email you send. But, there are some situations when this comes in handy, including:
  • When you are asked to provide a testimonial on a service. You can write a basic testimonial with areas for customization.
  • When you need to send follow up emails connected to a recently sent email campaign or message. You can draft a basic follow up message that can then be customized as your employees see fit.
  • When you want to post something on numerous social media sites. You can simply write the post once, then provide spots to customize based on the network.
  • Introductions and references. If you have been asked to provide a reference or an introduction, then draft a standard message which can then be changed as needed.
If you mark these emails as a pre-draft, or place them in a pre-draft folder, they can then be quickly found and modified in the future.

Looking to learn more about increasing productivity in your business? Contact us today to see how our systems can help.

Published with permission from TechAdvisory.org. Source.

Topic Productivity